Estate Planning
Make your wishes known with a clear estate plan.
Estate Planning content
Wealth management
For your clients, creating a letter of instruction to their family that captures key information, directions, and wishes can help alleviate chaos and instead leave a legacy of clarity, calm, and control. Learn why this can be important and help your clients avoid potential pitfalls.
Wealth management
Exchange funds can help reduce the risks associated with holding a concentrated stock position by swapping a single stock for a diversified portfolio. Learn how exchange funds can help your clients manage concentrated stock positions.
Wealth management
Once a year, we suggest having your clients revisit their estate plan to be sure it is still well positioned to meet their needs. Help your clients stay on track or make adjustments as circumstances change.
Wealth management
For married couples who want to structure how their wealth is transferred, a combination of credit shelter and marital trusts may be appropriate. Learn estate planning tips that can help protect your clients’ wealth.
Wealth management
Dynasty trusts are a key estate planning strategy for high-net worth families that want to pass down wealth over several generations. Learn how you can help your clients safeguard assets and control how their wealth is shared.
Wealth management
Having foundational estate planning documents in place can provide your clients sense of choice, clarity, and control over their future affairs. A durable power of attorney, advance directives, will, revocable trust (if applicable), and letter of instruction to your family are the five estate planning documents all adults should have. Help your clients understand why these documents are an important part of their estate plan.
International estate planning doesn't have a one-size-fits-all strategy—learn about challenges non-U.S. citizens can face and what to consider when creating an estate plan.
Wealth management
Qualified Personal Residence Trusts (QPRTs) can pass future home appreciation to beneficiaries and ultimately remove the home from the grantor’s estate, potentially reducing estate taxes. Learn how your clients can place a home in a QPRT.
Wealth management
A directed trust can be a powerful tool for high-net-worth clients that allows for divided responsibility and expertise between trustees and directors, while limiting some of the fiduciary risk. Learn about when a directed trust may be the right choice for your clients.